See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,810 | $65,041+16.6% | $90,951-16.6% | $79,858-5.1% |
| Participation rate | 42.7% | 61.6%-18.9pp | 69.0%-26.3pp | 69.6%-26.9pp |
| Annual return | 13.30% | 30.45%-17.1pp | 134.60%-121.3pp | 31.71%-18.4pp |
| Employer contribution / active EE | $240 | $1,247-80.7% | $2,122-88.7% | $2,471-90.3% |
| Participant deferral / active EE | $1,589 | $2,512-36.7% | $3,373-52.9% | $3,740-57.5% |
| Admin fee / account holder | $1,725 | $4,536-62.0% | $5,959-71.1% | $5,306-67.5% |